See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,259 | $60,323-71.4% | $81,812-78.9% | $74,495-76.8% |
| Participation rate | 74.1% | 62.9%+11.3pp | 72.3%+1.8pp | 67.2%+6.9pp |
| Annual return | 22.24% | 16.90%+5.3pp | 773.79%-751.5pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $3,159 | $2,620+20.5% | $2,912+8.5% | $2,623+20.4% |
| Participant deferral / active EE | $3,663 | $3,387+8.1% | $4,319-15.2% | $4,346-15.7% |
| Admin fee / account holder | $13 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |